.png?width=500&name=Building%20a%20Smart%20Spending%20Policy%20for%20Your%20Endowment%20%20(2).png "Building a Smart Spending Policy for Your Endowment (2)")
When your nonprofit has an endowment — or is planning to build one — it’s essential to have a clear, thoughtful Spending Policy that balances your mission's current needs with long-term sustainability.
But what approach is right for your organization? And how do you make sure it supports responsible financial stewardship over time?
That’s where this free, 30-minute webinar can help. We’ll break down common spending models, clarify how UPMIFA guides responsible financial decisions, and share frequent mistakes we see nonprofits make when creating or managing a Spending Policy.
Join us on Wednesday, June 25, at 1:00 PM ET to gain clarity on how to build or refine your nonprofit’s endowment Spending Policy.
You'll learn about:
- What a Spending Policy is — and why every endowment needs one
- The pros and cons of popular models like flat %, rolling average, and hybrid
- How UPMIFA influences prudent distribution decisions
- How your Spending Policy and Investment Policy Statement work together
Register Now!
About the Hosts
Christopher Carey
Chris Carey is a Portfolio Manager specializing in custom portfolios for individuals and nonprofit organizations. With a deep understanding of financial markets and the nonprofit sector, he provides strategic guidance to help organizations achieve their financial goals.
Megan Lencoski
Megan Lencoski, a Nonprofit Development Specialist with over 10 years in fundraising, has a proven track record of growing nonprofit revenue and impact. Her extensive leadership background provides practical insights to help organizations attract more gifts.
Mindy Mackey
Mindy Mackey is a Marketing Manager specializing in nonprofit partnerships. With her extensive knowledge of the nonprofit sector, Mindy excels at forging strong relationships that enhance community well-being and drive impactful collaborations.
About the Hosts
Christopher Carey
Chris Carey is a Portfolio Manager specializing in custom portfolios for individuals and nonprofit organizations. With a deep understanding of financial markets and the nonprofit sector, he provides strategic guidance to help organizations achieve their financial goals.
Megan Lencoski
Megan Lencoski, a Nonprofit Development Specialist with over 10 years in fundraising, has a proven track record of growing nonprofit revenue and impact. Her extensive leadership background provides practical insights to help organizations attract more gifts.
Mindy Mackey
Mindy Mackey is a Marketing Manager specializing in nonprofit partnerships. With her extensive knowledge of the nonprofit sector, Mindy excels at forging strong relationships that enhance community well-being and drive impactful collaborations.
.jpg "How to Set a Spending Policy for Your Nonprofit Endowment Free Webinar 1 (1)")
Creating a Spending Policy Doesn’t Have to Be Complicated
Designing a clear and effective Spending Policy is key to managing your endowment responsibly — yet many nonprofits feel uncertain about where to start.
This webinar will walk you through the most common spending models, provide guidance rooted in UPMIFA, and offer practical insights to help your organization support both immediate needs and long-term growth.
©2025 Carnegie Investment Counsel.